portfolio

Here is a breakdown of my current asset allocation and links to some of my recent articles. During 2019 I decided to make my portfolio fossil-free which involved the disposal of my global multi-asset index funds.  Articles relating to my climate-friendly holdings are listed on the 'green' tab.



It may be worth repeating that my choice of investments are unique to my stage of life (retired), perception of risk, ethical aims and financial situation and should not therefore be taken as a recommendation. In many situations a simple, globally diversified low cost multi-asset index fund could get the job done for investors with lower costs and less volatility so my advice would be to do your own research and take responsibility for your investment decisions.
Aug 2022  (click to enlarge)




portfolio summary/reviews
Portfolio Review - End 2021 (Jan 2022)
Portfolio Review - End March 2021
Portfolio Review - End 2020 (Jan 2021)
Portfolio Review - End 2019 (Jan 2020)
Investing for a Green Future (Nov 2018)

OK lets go for that walk!

investments (2022)

investments (2021)




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